Back up and restore report templates in Practice Management

Before you start

Make sure you have the role of Super User or Administrator.

Select Tools
, then Manage Reports
.

Select
Manage Report Templates
.

Select Backup
.

Choose a location to save the file to.

Select Tools
, then Manage Reports.

Select Manage Report Templates
.

Select New
, then Import
.

Find your backup file.

Select OK
to import the report templates.